Finance Score: 3

Governance Score: 2

Support Score: 5

Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Multiple returns filed late: -3

Overall weighted support: +5

Overall GiG Score: 10

ORANGE TREE THEATRE LTD

As a producing theatre-in-the-round with a full community and education programme, the Orange Tree promotes live theatre to as wide a community as possible, encourages new and "undiscovered" writing and offers resource to the community.

Analysis by Giving is Great

Positives:

Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently
Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£1,868	£1,994	£-126	£138	£1,497	£1,455	8.8	42	0
30/06/22	*	£1,760	£1,780	£-20	£189	£1,624	£1,624	10.9	46	0
30/06/21		£1,704	£1,140	£565	£227	£1,644	£1,644	17.3	53	0
30/06/20	*	£1,604	£1,450	£154	£187	£1,079	£1,079	8.9	53	10
30/06/19	*	£1,767	£1,836	£-69	£223	£925	£925	6	51	15
30/06/18	*	£1,697	£1,844	£-146	£201	£994	£994	6.5	49	0
30/06/17		£1,988	£1,795	£193	£170	£1,141	£1,141	7.6	38	0
30/06/16		£1,539	£1,551	£-12	£115	£947	£947	7.3	46	0
30/06/15?		£2,167	£2,285	£-118	£157	£960	£960	5	46	0
31/03/14		£1,579	£1,612	£-33	£125	£1,078	£77	0.6	31	0
31/03/13		£1,525	£1,593	£-68	£127	£1,110	£77	0.6	32	0
31/03/12		£1,354	£1,462	£-108	£110	£1,178	£876	7.2	30	0
31/03/11		£1,490	£1,428	£62	£98	£1,286	£970	8.1	28	0
31/03/10		£1,323	£1,427	£-105	£90	£1,224	£893	7.5	34	0
31/03/09		£1,240	£1,364	£-124	£84	£1,328	£983	8.6	34	0
31/03/08		£1,359	£1,425	£-67	£67	£1,452	£1,092	9.2	37	0
31/03/07	*	£1,326	£1,234	£92	£67	£1,519	£1,145	11.1	37	0
31/03/06		£1,189	£1,133	£55	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,069	£1,103	£-33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£962	£931	£31	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 9%
Fundraising Costs/Total Spending: 6.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 22%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 46 years
(51 years as a company)

www.orangetreetheatre.co.uk

admin@orangetreetheatre.co.uk

02089400141

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Surrey, Throughout London,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£1,150,852
Fenton Arts Trust	£4,000
Heathrow Community Trust	£2,834

Specific Donations

Amount	When Months	To be used for
Fenton Arts Trust - Beneficiaries 2022 – 2023
£4,000	31/03/2023	A comprehensive, developmental programme allowing talented, early-career playwrights to work collaboratively with industry professionals.
Heathrow Community Trust - Delivering online productions and engagement activities
£2,834	08/05/2020 6	To support post of Executive Director to enable them to move to delivering digitally. Have already moved to showing productions online and have developed good audience figures.
DCMS - CRF - Orange Tree Theatre
£770,538	01/04/2020	To support Arts and Culture throughout England
DCMS - CRF R2 OT RECOVERY
£380,314	01/04/2020	To support Arts and Culture throughout England

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Age Range of Trustees: 32-78

ANITA ARORA Appointed: 2020, Occupation: Criminal Barrister

CAROLYN TRACEY BACKHOUSE Appointed: 2017, Occupation: Actor

CORINNE MEREDITH Appointed: 2022, Occupation: Freelance Community Dance And Theatre Artist

DAVID NORMAN MARKS Appointed: 2024, Occupation: Chartered Accountant

FERAS AL-CHALABI Appointed: 2023, Occupation: Asset Manager

HARRIET KATE VARLEY Appointed: 2018, Occupation: Lawyer

INDIA SEMPER-HUGHES Appointed: 2017, Occupation: Actor

INDIANA ZILPAH LOWN-COLLINS Appointed: 2024

JUDY GIBBONS (Chair) Appointed: 2023, Occupation: Consultant

LESLEY MORRIS Appointed: 2023

MARINA JONES Appointed: 2023, Occupation: Deputy Head Of Development

RICHARD BUXTON Appointed: 2024, Occupation: Retired

ROBERT PETER LISNEY Appointed: 2020, Occupation: Consultant

VICTORIA KENT Appointed: 2020, Occupation: Risk Manager

Legal constitution

Charitable company registered in England & Wales on 24/08/1978, number: 266128
Registered at Companies House on 10/05/1973, number: 01113093

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/01/2018, current status: Large charity (levy paid)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 10 days late, AR20: 105 days late, AR19: 13 days late, AR18: 37 days late, AR07: 2 days late, AR04: 1 days late,

Main office

ORANGE TREE THEATRE
1 CLARENCE STREET
RICHMOND
TW9 2SA

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION, PARTICULARLY BY THE PRODUCTION OF EDUCATIONAL PLAYS AND THE ENCOURAGEMENT OF THE ARTS, INCLUDING THE ARTS OF DRAMA, MIME, DANCE, SINGING AND MUSIC.

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE RICHMOND

Data Sources

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